BeijingSecurity-vision maker Dahua won 2.63 billion yuan in AI compute.

China Mobile owns over 5% of Dahua, so the purchase counts as a related-party transaction.

China Mobile ordered 20,480 domestic AI supernode cards worth about 11.6 billion yuan, split among 5 winning bidders.

China Telecom placed a similar 11.5 billion yuan server order in June.

Dahua’s unit must deliver 4,096 cards within 30 days.

How each outlet framed it
Zhidx
emphasizes that the Dahua unit is a related-party deal since China Mobile holds over 5% of Dahua, and that Dahua's compute business is a new line grown from video surveillance

Sources: Zhidx